+1,055.0%
ATI vs LII
+167.7%
+887.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.8% |
| 7D | +3.2% | +2.1% | +1.1% | +1.9% |
| 30D | -9.0% | -12.4% | +3.4% | -1.8% |
| 3M | +15.1% | -24.8% | +39.9% | +32.7% |
| 6M | +38.1% | -25.2% | +63.3% | +58.9% |
| YTD | +80.7% | -20.3% | +100.9% | +98.6% |
| 1Y | +167.5% | -32.9% | +200.5% | +225.8% |
| 3Y | +366.0% | +2.0% | +364.0% | +300.0% |
| 5Y | +1,088.8% | +24.4% | +1,064.3% | +749.3% |
| 10Y | +1,055.0% | +167.2% | +887.8% | +310.5% |
| All | +1,055.0% | +167.7% | +887.3% | +310.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LII wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling